Wealth Management Trainee

J.S.F; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

A financial services firm in Singapore is seeking an analytical individual for a role involving financial analysis, portfolio management, and client interactions. The ideal candidate should exhibit strong analytical skills and a desire to learn about financial markets. This position offers an opportunity to assist senior advisors and contribute to investment solutions. Remote opportunities may also be considered.

Qualifications

• Strong analytical background needed for financial analysis.
• Excellent communication skills required for client interactions.
• Eagerness to learn about investments and market dynamics.

Responsibilities

• Conduct financial analysis to track investment performance.
• Assist in managing and monitoring investment portfolios.
• Research financial markets and industries for investment strategies.
• Support senior advisors in client meetings and presentations.
• Help prepare financial reports and performance summaries.
• Contribute to personalized investment solutions.
• Ensure compliance with internal guidelines and regulations.

Skills

Strong analytical and quantitative skills

Good communication and interpersonal skills

Desire to learn about financial markets

Ability to work independently

Attention to detail

Job description

Core responsibilities

• Financial analysis: Conduct financial analysis to track investment performance, evaluate risk, and identify potential opportunities.
• Portfolio management: Assist in the management and monitoring of investment portfolios, including asset allocation and re-balancing.
• Market research: Research financial markets, industries, and investment funds (e.g., equities, bonds, ETFs) to inform investment strategies.
• Client interaction: Support senior advisors in client meetings, client presentations, and relationship management.
• Reporting and reporting: Help prepare financial reports, performance summaries, and market updates for clients and internal teams.
• Solution development: Contribute to the creation of personalized investment solutions, which may include wealth preservation, estate planning, and risk management.
• Compliance: Ensure all activities comply with internal guidelines and regulatory requirements.

Key skills and qualifications

• Strong analytical and quantitative skills.
• Good communication and interpersonal skills for client interaction and relationship building.
• A desire to learn about financial markets and investments.
• Ability to work both independently and as part of a team.
• Attention to detail and organizational skills to manage reports and data.